View your Billing History with TherapyAppointment

Want to view your practice's billing history or breakdown of charges for TherapyAppointment?

Need a detailed credit card receipt for your payment with us?

Review this easily and anytime with the following steps:

Our billing and pricing is straightforward, and we take pride in having no hidden fees!
local_atm Check out our pricing page here for pricing details.
Required Role: Only the owner of the group can view and download billing history, as well as view & update the credit card on file with us. Managers and other staff cannot view these details.

In This Article:

View Billing History

As an owner, to view your billing history go to:

  • From any screen click your name (top right):

  • From the popup, underneath your name and practice click

  • You'll then see your profile
  • Find the section Billing Information (near the bottom)
  • Click Billing History (far right):

On the next screen, you'll see 3 main items:

  • Balance on Account (How much you currently owe us)
    • Most times this is always going to be $0.00, unless there is a currently failing payment
    • You'll also see a red alert at the top right corner of your dashboard if you owe us a balance
  • Statement (column): View what we charge, broken down line by line
  • Payment (column): A receipt of how much you paid us for that period (along with a breakdown)
  • Click View to see either a statement or payment

Print a Payment or Statement

From the steps above:

  • Click View for either a payment or statement
  • At the top right, click

  • A new tab will open with the payment or statement as a PDF
  • With it, you can either print or save to your device (example in Google Chrome shown below):

chat_error Not seeing a new tab? Please review our page on enabling popups here

Update Card on File

To update your card on file with us, please use this article: How do I update my Credit Card with TherapyAppointment?

Still have questions about your bill with us?

Reach out to our support team with an email for clarification, we're always eager to review this! If there are any issues, please allow us to make things right for you!